Purchases and Sales Made in Q1 2022 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q1 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117- 4.15% |
$14.8K - $16.3K
|
2.7K
$377K
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-119- 0.2% |
$15.1K - $16.6K
|
60.5K
$8.45M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-120- 2.31% |
$15.2K - $16.7K
|
5.08K
$710K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-121- 6.12% |
$15.3K - $16.9K
|
1.86K
$259K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-125- 4.64% |
$15.8K - $17.4K
|
2.57K
$359K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-126- 8.51% |
$15.9K - $17.6K
|
1.35K
$189K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-130Closed |
$16.5K - $18.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-132- 6.89% |
$16.7K - $18.4K
|
1.78K
$249K
|
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-133- 0.11% |
$16.8K - $18.5K
|
125K
$17.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-140- 3.14% |
$17.7K - $19.5K
|
4.32K
$603K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-140- 43.08% |
$17.7K - $19.5K
|
185
$25.8K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 3.89% |
$18.3K - $20.2K
|
3.58K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-145- 5.44% |
$18.3K - $20.2K
|
2.52K
$352K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-147- 20.42% |
$18.6K - $20.5K
|
573
$80K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-148- 0.88% |
$18.7K - $20.6K
|
16.8K
$2.34M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-150- 4.79% |
$19K - $20.9K
|
2.98K
$417K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-150Closed |
$19K - $20.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-150- 4.93% |
$19K - $20.9K
|
2.89K
$404K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 3.43% |
$19K - $20.9K
|
4.23K
$591K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-152- 3.88% |
$19.2K - $21.2K
|
3.77K
$526K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-153- 3.3% |
$19.4K - $21.3K
|
4.49K
$627K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-155- 13.88% |
$19.6K - $21.6K
|
962
$134K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-155Closed |
$19.6K - $21.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156- 5.88% |
$19.7K - $21.8K
|
2.5K
$348K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-163- 3.14% |
$20.6K - $22.7K
|
5.03K
$702K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-163- 2.47% |
$20.6K - $22.7K
|
6.43K
$898K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-170- 29.51% |
$21.5K - $23.7K
|
406
$56.7K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-172- 3.22% |
$21.8K - $24K
|
5.17K
$721K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-176- 0.9% |
$22.3K - $24.5K
|
19.4K
$2.71M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-180- 1.36% |
$22.8K - $25.1K
|
13.1K
$1.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-180- 6.77% |
$22.8K - $25.1K
|
2.48K
$346K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-180- 87.8% |
$22.8K - $25.1K
|
25
$3.49K
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-185- 5.1% |
$23.4K - $25.8K
|
3.44K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-189- 12.37% |
$23.9K - $26.4K
|
1.34K
$187K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-190- 0.49% |
$24K - $26.5K
|
38.9K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-190- 11.45% |
$24K - $26.5K
|
1.47K
$205K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 11.39% |
$25.3K - $27.9K
|
1.56K
$217K
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 4.24% |
$25.3K - $27.9K
|
4.52K
$631K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 2.68% |
$25.3K - $27.9K
|
7.27K
$1.02M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-202- 1.74% |
$25.6K - $28.2K
|
11.4K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-203- 5.38% |
$25.7K - $28.3K
|
3.57K
$498K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-204Closed |
$25.8K - $28.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-209- 0.38% |
$26.4K - $29.1K
|
54.4K
$7.59M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-220- 4.43% |
$27.8K - $30.7K
|
4.75K
$663K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-222- 6.11% |
$28.1K - $31K
|
3.41K
$476K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-226- 9.62% |
$28.6K - $31.5K
|
2.12K
$296K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-226- 7.97% |
$28.6K - $31.5K
|
2.61K
$365K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-227- 53.16% |
$28.7K - $31.7K
|
200
$27.9K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-231- 3.33% |
$29.2K - $32.2K
|
6.71K
$937K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-236- 4.75% |
$29.9K - $32.9K
|
4.73K
$661K
|